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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: pala who wrote (8085)	10/11/1999 3:56:00 PM
From: Bruce Brown	Respond to of 54805

Painting this with a very broad brush Doug, You painted quite well with that brush. For those Gorilla Gamers that have chosen to allocate a portion of funds to i2, there was a nice load up time this year where shares were easily had for 17, 18 and 19 dollars when the big FUD about Y2K and ERP players hit. I pounced on a ton of shares and today - a few months later - makes that triple worth the wait. I won't say too much as I suggest we best haul this one over to the other board to discuss as well now that i2 has added to their Supply Chain Management dominance by planting their feet firmly in e-commerce solutions as well. i2 has some pretty impressive alliances and the technology network of good old boys can't do anything but help with this one. Tom Meredith of Dell sits on the i2 board and of course, Dell uses i2's software better than anybody else. BB